TAX Manager
Greensboro
Job Type
Full-time
Description
  • Mastering responsibilities of supervisor
  • Acting as a tax resource for staff to assist with complex technical questions and issues that arise
  • Reviewing returns prepared by staff including those dealing with specialized issues
  • Promoting the most efficient operation of the firm by planning engagements and managing professional personnel
  • Consistently demonstrating the ability to identify and properly account for technical issues/areas in each engagement assigned.
  • Performing complex tax research and recommending solutions to presented problems
  • Preparing tax projections and performing tax planning for more complex clients
  • Supervising staff, seniors, and supervisors and evaluating their performance and providing them with feedback in regard to the evaluations
  • Assuming responsibility for the progress of work during an engagement in relation to budgeted time and scheduled dates of completion
  • Acting as primary contact for various clients and maintaining contact with the client throughout the year
  • Expanding expertise in their assigned areas
  • Keeping the partners informed of all important developments in the work, analyzing the major problems that occur and/or potential problems and recommending solutions
  • Meeting with prospective clients and assisting with preparation of proposals
  • Recognizing opportunities to provide additional services (cross-selling) to clients
  • Preparing bills for clients for review by PIC
  • Beginning to understand the firm’s philosophy; aligning with philosophies and views held by the partners
  • Dealing directly with the client’s attorneys or brokers when needed
  • Resolving problems with the partner’s approval and reviewing the work papers, financial statements and reports
  • Communicating tax developments to the firm and assisting with the implementation of tax code changes
  • Participating in firm administrative functions/projects as assigned by partners/principals and completing these tasks in a timely manner
  • Developing cross-departmental working relationships to ensure proper completion of all client engagements
  • Acting as a mentoring resource to help staff grow and progress in their careers
Requirements

Qualifications:

- Bachelor’s and/or advanced degree in accounting or CPA certified

- Minimum of  3-4 years’ experience as a Supervisor/Mgr. (or equivalent experience as deemed appropriate by the partners/principals)

- Membership in AICPA and NCACPA, as applicable

- Proficiency in use of computers and tax software programs

- Completion of career development CPE requirements designed to enhance management and communication skills

- Excellent time management and organizational skills

- Demonstrate initiative, creativity and imagination 

- Valid driver’s license and good MVR

Essential Physical Requirements:

- Fine hand manipulation in keyboarding 5-7 hours per day

- Fine hand manipulation using calculator/adding machine 2-4 hours per day

- Travel, as needed